been schizo posting a lot more lately general thoughts / positioning as follows crypto -long $IBIT DEC 80C and $IBIT JAN 85C (10%) -short $IBIT JAN 60P (10%) sold spot positions from earlier in the cycle on the 3rd (RIP). perps don't feel +EV up here and am just not fast enough
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back from much needed 72 hours of grass touching - starting a new thread for the second half of the year
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crypto IPO season marks multiyear top for 99% of coins public crypto cos have tradfi distribution, boards and exec teams with fiduciary responsibility, regulated disclosures, etc. they’re liquidity blackholes for the entities that you think are buying your alt L1 bags
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